Wealth Dimensions Group, Ltd.
•CIK: 1846462•Filing: Q4 2025
**Wealth Dimensions Group, Ltd.** manages $504M across a diversified portfolio of 170 positions. The fund exhibits significant concentration in core market segments, notably allocating $52.2M to DFAI and $47.3M to VGSH. Further substantial exposure includes $30.6M in VONV and $29.4M in PG, indicating a strategic tilt toward established, large-cap holdings. This positioning suggests a disciplined, systematic approach targeting broad market capture within its current mandate.
Total AUM
$504.0M
QoQ Performance
+3.9%
Positions
125
Top 10 Concentration
57.2%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAI
VGSH
VONV
PG
IVV
DFAI10.4%
VGSH9.4%
VONV6.1%
PG5.8%
IVV5.4%
VONG4.8%
VYM4.4%
BSV3.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other73.5%
Technology9.4%
ETF8.2%
Healthcare2.6%
Consumer1.8%
Financial1.7%
Industrial1.1%
Utilities0.5%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW4 new positions
↑56 increased
↓92 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023